UBS analyst says, "Positive fundamental thesis predicated on three points: 1) We are confident in management and their ability to guide INFA into the next phase of their growth plans. We think they can achieve their current $1BN sales goal in 2013. 2) INFA should benefit from the largest IT trends over the next decade—big data, cloud and social computing—driving the need for the homogenization of data and INFA’s platform of products. 3) INFA is a possible takeout candidate and we estimate it could command $65 - $70/share."

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